# Western Asset Management Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/western-asset-management-company-llc-208830082-001

> Western Asset Management Company, LLC's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Western Asset Management Company, LLC

- **Sponsor EIN:** 208830082

- **Sponsor Address:** 385 EAST COLORADO BOULEVARD, PASADENA, CA, 911011923

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $167,468

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$167,468|$0|$0|

| 2023|0|$174.1M|$0|$0|

| 2022|0|$171.4M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| THE BANK OF NEW YORK MELLON|Custodian / Trustee|$82,995|—|$82,995|

| PRICEWATERHOUSECOOPERS LLP|Auditor|$45,480|—|$45,480|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PRICEWATERHOUSECOOPERS LLP](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $128,475

- **Estimated Expense Ratio:** 76.716% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$138,107|—|$53,430|$34,810|—|

| 2023|$264,696|—|$81,001|$42,001|—|

| 2022|$236,810|—|$61,545|—|$70,425|

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